Client Advisor Jobs in Rockville Centre, NY

Build and grow client relationships as you manage a robust book of business. Leverage a strong referral network to deliver tailored investment and insurance solutions that align with client goals in t...

Champion client success by driving M&A transactions in media, telecom, and industrials. Collaborate globally, deliver compelling analyses, and innovate solutions to navigate complex deals while ensuri...

Elevate the client experience by supporting Advisory teams in wealth management. Collaborate in a fast-paced environment to provide tailored investment strategies while enhancing client relationships...

Lead the charge in driving sales growth within financial institutions, leveraging strategic expertise and consultative sales techniques to create strong partnerships and ensure product adoption, while...

Discover rewarding opportunities in risk management by driving compliance initiatives and ensuring adherence to operational policies. Collaborate with a dynamic team while supporting Financial Advisor...

Launch a rewarding career as a Wealth Advisor, developing tailored financial plans, enhancing client relationships, and collaborating with teams to achieve personal and professional growth while servi...

Unlock potential by driving relationship management and business development in Canada. Engage with institutional investors, enhance client experiences, and execute tailored multi-asset class solution...

Lead a dynamic team by creating exceptional client experiences while embodying brand values. Drive performance through coaching and expertise in luxury alpine apparel, ensuring team fluency in product...

Unlock your potential in a dynamic role focused on enhancing client success. Drive growth through strategic partnerships in the fast-paced Zillow Rentals Team, delivering exceptional service while nav...

Drive success as you engage emerging fund managers, guiding them through fund launches and expanding our offering. Own the sales lifecycle, nurture client relationships, and craft strategies to meet b...

Join us in shaping the future of investment banking by driving strategic client solutions and executing financial transactions. Your expertise will be vital in fostering relationships and guiding deci...

Empower institutional client experiences by leading Corporate Access strategy, managing event logistics, and fostering key stakeholder relationships in a dynamic, fast-paced environment to ensure exce...

Empower client experience through process improvement and operational excellence. Drive strategic initiatives by analyzing current models, enhancing workflows, and implementing innovative solutions to...

Drive impactful analyses to guide C-Suite executives and boards in addressing shareholder activism and corporate governance. Utilize quantitative modeling and AI tools to provide strategic insights on...

Shape the future of intermediary business by cultivating relationships and driving adoption of investment solutions within major financial firms, while collaborating across teams to support growth and...

Elevate your career by managing complex investment portfolios for high net worth clients. Collaborate with teams to drive business growth while implementing tailored investment strategies that align w...

Empower clients to achieve their financial goals by leveraging investment strategies and delivering personalized financial planning solutions. Build strong relationships and provide exceptional servic...

Drive success by leading client engagements, configuring solutions, and ensuring seamless product adoption through effective collaboration and communication across teams, enhancing client satisfaction...

Contribute to institutional transformation by connecting education goals with innovative solutions. Collaborate across teams to deliver strategic outcomes while engaging with leadership to quantify an...

Transform your career by building lasting relationships with clients. As a trusted financial advisor, you'll analyze client needs and provide personalized wealth management strategies to help them ach...

Join a team that's focused on building lasting client relationships in the commercial insurance sector. This role is essential for account management, ensuring service excellence, and supporting a thr...

Unlock your potential as a financial advisor, guiding clients through tailored investment strategies. Engage with a diverse clientele, manage relationships, and deliver exceptional personalized servic...

Elevate client success by architecting tailored solutions for onboarding and implementation projects, collaborating with cross-functional teams to align with the Addepar ecosystem while ensuring top-t...

Lead seamless client onboarding and operational support for retirement plan services, ensuring efficient coordination and engagement across all client-related activities in a dynamic financial environ...

Transform the Financial Services landscape by owning the full sales cycle, building trusted relationships, and leading consultative conversations to drive cloud modernization and AI adoption across th...